Capital World Investors Portfolio holdings
Capital World Investors (CWI), a division of Capital Group, one of the oldest and largest investment management firms in the world, was established in 1931 and is headquartered in Los Angeles, California. Specializing in active investment management, CWI focuses on long-term growth through a research-intensive approach, managing hundreds of billions in assets primarily through equity-focused mutual funds and institutional portfolios. It serves a diverse client base, including individual investors, financial advisors, and institutions, and is known for its flagship funds like the American Funds, which emphasize fundamental analysis and a multiple-portfolio-manager system to mitigate risk. With a global reach and a reputation for disciplined, value-oriented investing, CWI remains a cornerstone of Capital Group’s mission to deliver consistent, superior returns.
Top Buys
| 1 |
Eli Lilly
LLY
|
+$2.2B |
| 2 |
Caterpillar
CAT
|
+$2.06B |
| 3 |
Home Depot
HD
|
+$1.58B |
| 4 |
Stellantis
STLA
|
+$1.48B |
| 5 |
Toronto Dominion Bank
TD
|
+$1.15B |
Top Sells
| 1 |
Tesla
TSLA
|
+$3.56B |
| 2 |
Johnson & Johnson
JNJ
|
+$1.89B |
| 3 |
Colgate-Palmolive
CL
|
+$1.8B |
| 4 |
Mastercard
MA
|
+$1.34B |
| 5 |
Pfizer
PFE
|
+$1.32B |
Sector Composition
| 1 | Technology | 19.18% |
| 2 | Consumer Discretionary | 15.92% |
| 3 | Financials | 14.63% |
| 4 | Healthcare | 14.55% |
| 5 | Communication Services | 8.76% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
ESGR
326
DELISTED
Enstar Group
ESGR
| $147M | 0.03% |
594,500
+50,000
| +9% | +$12.3M |
|
327
Keysight
KEYS
$29.3B
| $146M | 0.03% |
+1,019,475
| New | +$146M |
|
328
Haemonetics
HAE
$2.51B
| $143M | 0.03% |
1,287,600
+105,000
| +9% | +$11.7M |
|
329
Medtronic
MDT
$121B
| $143M | 0.03% |
1,206,591
+101,242
| +9% | +$12M |
|
|
DEN
330
DELISTED
Denbury Inc.
DEN
| $142M | 0.03% |
2,973,711
-497,594
| -14% | -$23.8M |
|
331
Paychex
PAYX
$48.6B
| $142M | 0.03% |
1,450,549
-796,864
| -35% | -$78.1M |
|
332
AbCellera Biologics
ABCL
$1.34B
| $141M | 0.03% |
4,160,870
+521,447
| +14% | +$17.7M |
|
|
SILK
333
DELISTED
Silk Road Medical, Inc. Common Stock
SILK
| $141M | 0.03% |
2,780,000
+617,000
| +29% | +$31.3M |
|
334
KB Home
KBH
$4.48B
| $138M | 0.03% |
2,957,918
| – | – |
|
335
Seacoast Banking Corp of Florida
SBCF
$2.71B
| $137M | 0.03% |
3,781,901
| – | – |
|
336
Pool Corp
POOL
$12.2B
| $135M | 0.03% |
392,004
-17,696
| -4% | -$6.11M |
|
|
337
Colgate-Palmolive
CL
$67.3B
| $132M | 0.02% |
1,669,529
-22,804,106
| -93% | -$1.8B |
|
338
Micron Technology
MU
$176B
| $129M | 0.02% |
1,463,446
+283
| +0% | +$25K |
|
|
PARA
339
DELISTED
Paramount Global Class B
PARA
| $129M | 0.02% |
2,855,498
-2,328,159
| -45% | -$105M |
|
340
Yeti Holdings
YETI
$2.88B
| $123M | 0.02% |
1,701,000
+83,600
| +5% | +$6.04M |
|
341
Alarm.com
ALRM
$2.78B
| $123M | 0.02% |
1,421,000
-106,000
| -7% | -$9.16M |
|
342
Chord Energy
CHRD
$5.96B
| $123M | 0.02% |
2,064,618
-30,379
| -1% | -$1.8M |
|
343
Strategic Education
STRA
$1.98B
| $122M | 0.02% |
1,331,711
+7,711
| +0.6% | +$709K |
|
|
AMTI
344
DELISTED
Applied Molecular Transport Inc. Common Stock
AMTI
| $120M | 0.02% |
2,729,485
+163,553
| +6% | +$7.2M |
|
345
Quince Therapeutics
QNCX
$85.9M
| $120M | 0.02% |
3,325,029
+714,792
| +27% | +$25.8M |
|
|
CD
346
DELISTED
Chindata Group Holdings Limited American Depositary Shares
CD
| $119M | 0.02% |
7,206,548
-8,762
| -0.1% | -$145K |
|
347
WillScot Mobile Mini Holdings
WSC
$4.19B
| $118M | 0.02% |
4,245,000
+415,240
| +11% | +$11.5M |
|
348
Trupanion
TRUP
$1.87B
| $117M | 0.02% |
1,538,900
-164,100
| -10% | -$12.5M |
|
349
Chemed
CHE
$6.5B
| $117M | 0.02% |
253,577
+2
| +0% | +$920 |
|
350
Middleby
MIDD
$6.82B
| $116M | 0.02% |
702,000
| – | – |
|